GeoWealth, a Chicago-based turnkey asset management platform for registered investment advisers, has upgraded its platform and doubled its manager menu.
GeoWealth expanded its model marketplace, increasing its vetted manager menu by over 200%. Advisers can now onboard separately managed accounts and single asset class or “sleeve-level” strategies to be used as building blocks in unified management account (UMA) allocations, the firm said in a release.
The firm also has launched an investment consulting division for advisers who want to completely outsource portfolio and UMA construction and maintenance while retaining their brand.
Salespeople at the firm often went beyond the matching algorithm to recommend network advisors on its Zoe Wealth platform, according to the regulator.
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Bessemer and Brown Brothers Harriman veteran Robert Ludricks III and private markets specialist Olof Akesson join the ultra-high-net-worth push on the East Coast.
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